Michael Carrillo
Wauwatosa,WI
Summary
Experienced Senior Executive Assistant with a demonstrated history of working in the financial services industry. Proficient in Analytical Skills, Microsoft Word, Coaching, Sales, Management, and Team Building. Strong program and project management professional.
Overview
11
11
years of professional experience
Work History
Sr. Executive Sales Assistant
La Macchia Group
09.2023 - 10.2024
- Supports the Sr
- Vice President
- Manages, composes and develops complex confidential documentation and correspondence
- Schedule/coordinate business/executive travel and submit expense reports
- Approve and manage budgets for the department, office expenses and large projects
- Handles complex and sensitive inquiries/calls from external/internal sources
- Provides support for larger projects managed by others
- Acts as an information source on departmental/business unit policies and procedures
- Establishes office procedures and controls
- Coordinates special events meetings and other office functions in person and virtually
- Strong organizational, multi-tasking, and prioritizing skills
- Organizes and arranges, travel and scheduling of meetings and events for groups of 100+ attendees
- Consistently interacts with a diverse team
- Consistently interacts with integrity and a high level of professionalism with all levels of team members and management
- Creates Sales Presentations
- Works with the project team to ensure things are moving smoothly
- Executes sales contracts and agreement
Executive Assistant
Northwestern Mutual
11.2022 - 09.2023
- Company Overview: Marketing
- Supported the EVP of Supervision+ Credit directly and functioned as the central point of contact for the Supervision + Credit Executive Leadership team, managing schedules, activities, and events
- Approved and manages budgets
- Planned, coordinated, scheduled and managed events, meetings and conferences, onboarding and offboarding of employees
- Managed calendars and booked travel
- Marketing
Sr. Executive Assistant
Federal Reserve Bank of San Francisco
02.2020 - 09.2022
- Company Overview: Supervision + Credit
- Supported the EVP of Supervision+ Credit directly and functioned as the central point of contact for the Supervision + Credit Executive Leadership team, managing schedules, activities, and events
- Approved and manages budgets
- Planned, coordinated, scheduled and managed events, meetings and conferences, onboarding and offboarding of employees
- Managed calendars and booked travel
- Supervision + Credit
Executive Assistant
TPG
08.2019 - 02.2020
- Company Overview: Investment Firm
- Conducted daily administrative tasks
- Approved and manages budgets, planned, coordinated, scheduled and managed events, meetings and conferences, onboarded new hires and offboards departing/exiting employees
- Managed calendars and booked travel
- Investment Firm
Sr. Executive Assistant
TIAA - Contract
03.2019 - 07.2019
- Company Overview: Investment Firm
- Conducted daily administrative tasks
- Approved and manages budgets, planned, coordinated, scheduled and managed events, meetings and conferences, onboarded new hires and offboards departing/exiting employees
- Managed calendars and booked travel
- Investment Firm
Sr. Executive Assistant/Project Manager
Wells Fargo Bank
08.2017 - 03.2019
- Company Overview: Experience
- Supported 6 VP’s and managed the department’s administrative team
- Conducted daily administrative tasks
- Approved and manages budgets, planned, coordinated, scheduled and managed events, meetings and conferences, onboarded new hires and offboards departing/exiting employees
- Managed calendars and booked travel
- Experience
Administrative Assistant 3 /Project Manager
Wells Fargo Bank
12.2013 - 08.2017
- Company Overview: Historical Services Enterprise Marketing
- Project Manager for the design, construction, and installation of the Wells Fargo History Museum in Des Moines, Iowa
- Led project teams and managed all activities in multiple museum project lifecycles
- Liaison with Wells Fargo’s Historians, Archivists, and content team to assist with the installation and completion of museum exhibits and community events
- Created, facilitated, and executed meeting plans and events for the re-grand opening of the Wells Fargo History Museum in San Francisco
- Assisted with the development of exhibit project plans
- Developed and maintained budget for various projects and events
- Performed complex administrative tasks for different departments within Historical Services
- Managed Calendar, booked travel, coordinated various events and projects
- Processed expense reports and managed annual budgets
- Historical Services Enterprise Marketing
Education
Project Mgmt. Certification -
Cal State East Bay Adult Edu
01.2015
Advertising -
Art Institute San Francisco
01.2010
Skills
- Project Management
- Public Relations
- Communications
- Social Media
- Finance
- Risk Management
- Customer Facing
- Event Promotion
- Media Buying
- Budget Management
Timeline
Sr. Executive Sales Assistant
La Macchia Group
09.2023 - 10.2024
Executive Assistant
Northwestern Mutual
11.2022 - 09.2023
Sr. Executive Assistant
Federal Reserve Bank of San Francisco
02.2020 - 09.2022
Executive Assistant
TPG
08.2019 - 02.2020
Sr. Executive Assistant
TIAA - Contract
03.2019 - 07.2019
Sr. Executive Assistant/Project Manager
Wells Fargo Bank
08.2017 - 03.2019
Administrative Assistant 3 /Project Manager
Wells Fargo Bank
12.2013 - 08.2017
Project Mgmt. Certification -
Cal State East Bay Adult Edu
Advertising -
Art Institute San Francisco
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